Perspectives

What I’m actually seeing.

Field reports, sourced commentary, and changes-of-mind from Philip J. Everett on AI in enterprise consulting, technology sales, and the deals actually closing in the room.

An unfinished concrete data center shell at dusk, cranes stalled mid-build against an orange sky

Latest

AI · October 29, 2026 · 1 min read

Inevitable Is a Vendor Word

When the two companies most incentivized to signal AI confidence quietly miss their own capex marks, the planning premise half of enterprise buyers are using starts to look borrowed.

A single chess king casting three overlapping shadows across an empty board

AI · October 25, 2026

The Nvidia Dependency Nobody Priced In

The number on your GPU invoice isn't the one that hurts. It's the one company sitting in three seats of your AI stack at once, and most build-vs-buy math never accounts for it.

2 min read

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AI · July 13, 2026

The Token Bill Is the Audit

Everyone measured how often people used the tools. Nobody measured whether anything got better. Now the invoices are settling that argument.

1 min read

The archive

AI · July 9, 2026 · 1 min
Build-vs-Buy Just Became a Real Question Again
A coffee chain deciding it can out-build IBM isn't a demo win or a vendor obituary. It's a question most enterprises still aren't willing to ask themselves.
AI · July 7, 2026 · 1 min
The Embargo Is Building Its Own Competitor
Cut a lab off from the best chips and it doesn't stall. It goes vertical. And the enterprises that ruled out Chinese models over access risk should notice which direction that risk is now pointing.
AI · July 2, 2026 · 1 min
The Summary Is Not the Source
An AI summary called a hotel being sued over hygiene 'spotless.' The same layer is reading your vendor risk reports, and nobody priced the difference.
AI · July 1, 2026 · 2 min
The Liability Is the Code Nobody Owns
An open-source project just banned AI-authored contributions with a line that should worry every enterprise counting AI code volume as a win. The number going up is not the thing that matters.
Consulting · June 22, 2026 · 1 min
A Vibe-Coded Clone Isn't the Moat
A top PE firm is rebuilding acquisition targets in a weekend to test their defenses. The framing is diligence efficiency. The real use is pricing power, and it cuts both ways.
AI · June 20, 2026 · 1 min
The Hype Is Crowding Out the Boring AI That Works
A former game-studio AI exec says generative hype is poisoning the well for everything else. He's got a prior worth scrutinizing, and a point worth taking seriously.
AI · June 18, 2026 · 1 min
There's No Rulebook Behind the AI Export Crackdown
One AI vendor gets ordered to cut a customer off over unproven China ties. Another sells frontier models into China the same week with no apparent friction. If you're trying to write a vendor-compliance policy off that, good luck.
AI · June 17, 2026 · 2 min
Your AI ROI Runs On a Subsidized Rate
The ROI math on most enterprise AI work is built on a price that isn't real yet. Two sets of vendor financials this week say the bill is already moving.
AI · June 16, 2026 · 1 min
Your Dev Toolchain Just Became a Conglomerate Asset
A $60 billion price tag is the headline. The procurement question nobody's asking is the part that should keep you up at night.
AI · June 15, 2026 · 2 min
The Invoice Was Never the Cost
A $200 subscription that costs the vendor $14,000 to fulfill isn't a consumer curiosity. It's the bill enterprise CFOs signed for without reading the meter.
AI · June 14, 2026 · 1 min
The Knowledge Left With the Analysts
London finance analyst vacancies fell from 350 to 80. Everyone's reading it as a warning. It's the wrong tense. The adjustment already happened, and the real question isn't who lost a job.
AI · June 13, 2026 · 2 min
No SLA Covers a Government Kill Switch
Enterprises bought frontier model access like a software subscription. Washington just showed it's a regulated export commodity that can vanish overnight, with no transition window and no contract to fall back on.
AI · June 12, 2026 · 1 min
The Partner Label Is Marketing
A foundation model lab called two design firms "partners," then shipped a product that competes with them. If you haven't read your AI vendor relationships the same way, you're one announcement behind.
AI · June 11, 2026 · 2 min
AI Contracts Are Pricing In Stability That Isn't There
A token price cut sounds like a win for buyers. If you've locked terms for three years, it's the opposite. Here's what the price war is actually telling procurement teams.

Inevitable Is a Vendor Word

The Nvidia Dependency Nobody Priced In

The Token Bill Is the Audit

The archive

Build-vs-Buy Just Became a Real Question Again

The Embargo Is Building Its Own Competitor

The Summary Is Not the Source

The Liability Is the Code Nobody Owns

A Vibe-Coded Clone Isn't the Moat

The Hype Is Crowding Out the Boring AI That Works

There's No Rulebook Behind the AI Export Crackdown

Your AI ROI Runs On a Subsidized Rate

Your Dev Toolchain Just Became a Conglomerate Asset

The Invoice Was Never the Cost

The Knowledge Left With the Analysts

No SLA Covers a Government Kill Switch

The Partner Label Is Marketing

AI Contracts Are Pricing In Stability That Isn't There

Inevitable Is a Vendor Word

The Nvidia Dependency Nobody Priced In

The Token Bill Is the Audit

The archive

Build-vs-Buy Just Became a Real Question Again

The Embargo Is Building Its Own Competitor

The Summary Is Not the Source

The Liability Is the Code Nobody Owns

A Vibe-Coded Clone Isn't the Moat

The Hype Is Crowding Out the Boring AI That Works

There's No Rulebook Behind the AI Export Crackdown

Your AI ROI Runs On a Subsidized Rate

Your Dev Toolchain Just Became a Conglomerate Asset

The Invoice Was Never the Cost

The Knowledge Left With the Analysts

No SLA Covers a Government Kill Switch

The Partner Label Is Marketing

AI Contracts Are Pricing In Stability That Isn't There